FinancialForce Services Automation delivered by Agilyx

Do even more by combining your PSA with the #1 accounting solution built on Salesforce

FinancialForce Professional Services Automation (PSA) leverages the power of Salesforce CRM and the Salesforce Platform. Gain unprecedented visibility into your business across sales, services delivery, and finance. Keep projects on time, customers happy and reports up to date–all on one integrated platform

+143%

Average YOY PS rev growth

-23%

Average discount

+39%

The Professional Services Automation suite includes:

Resource Management

Schedule the right people onto the right projects at the right time and always know who is working where and when. With FinancialForce PSA, you can edit schedules with a click and resolve staffing situations before they become problems.

Sales engagement

Empower sales teams with real-time visibility into each project’s status, resource availability, and project history. Provide consulting mangers with deep visibility into the pipeline, so the right resources are ready at the right time. Connect sales and services and everybody wins.

Powerful, social, and mobile these tools will help keep projects on task, budgets in line, and all stakeholders informed. See what is happening across the entire service practice, including project status, resource demand, customer interactions, risks and more.

Project Financials

Access a comprehensive financial view related to all your projects at any time and make swift adjustments as they’re needed. Get anytime access to project-related financial data – revenue, bookings, backlog, billing, budgets and rate realisation.

Time & Expenses

Highly configurable and easy-to-use, we make it easy for teams to complete administrative tasks, submit time, submit expenses, from anywhere, anytime.

Dashboards & Reporting

Real time dashboards, reports, list views and tools – all easily tailored to provide exactly what you need to know. Get complete visibility of the information in the formats you prefer.

“FinancialForce’s real-time dashboards help ensure that the right people are assigned to the right projects—every time.”